Other · DOL Form 5500 · 2023
William Beaumont Hospital Retirement Plan
Data updated 2026-08-25
- $2.6B
- Total assets Very large vs avg
- 33,717
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $77,967
- Avg per participant Below avg balance/head
Official DOL plan name: Beaumont Health 403(b) Retirement Savings Plan · Sponsored by William Beaumont Hospital · Michigan · Healthcare & Social Assistance
$2.6B in assets, 33,717 participants
William Beaumont Hospital's Beaumont Health 403(b) Retirement Savings Plan reported $2.6B in total assets and 33,717 participants in its 2023 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #17,617 in Healthcare & Social Assistance (17,684 peers)
Coverage in Michigan
Beaumont Health 403(b) Retirement Savings Plan covers 33,717 participants in Michigan, 53x the typical Michigan plan (state average ~638 per filing). Assets: $2.6B.
- #17,617
- in Healthcare & Social Assistance (17,684 peers)
- +17.6%
- assets growth YoY
- 26×
- vs typical plan assets (national mean)
Beaumont Health 403(b) Retirement Savings Plan's outsized position by total assets
Beaumont Health 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,628,827,189 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Beaumont Health 403(b) Retirement Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Beaumont Health 403(b) Retirement Savings Plan is a mega filing (33,717 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Beaumont Health 403(b) Retirement Savings Plan reported net income rose from -$408M in the plan year 2022 filing to $393M in the plan year 2023 filing.
- Beaumont Health 403(b) Retirement Savings Plan end-of-year assets rose from $2.2B in the plan year 2022 filing to $2.6B in the plan year 2023 filing.
- Beaumont Health 403(b) Retirement Savings Plan reported participants rose from 33,585 in the plan year 2022 filing to 33,717 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 381459362 · William Beaumont Hospital PY 2023 · Other
Beaumont Health 403(b) Retirement Savings Plan · $2.6B · 33,717 · 99th
- EOY $2.6B
- EOY 33,717
- EOY 99th
- EOY Other
- EOY near The Johns Hopkins University Applied Physics Laboratory Pension Plan B
- EOY ind #17617
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Michigan →
Beaumont Health 403(b) Retirement Savings Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $2.2B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $393M |
| Employer EIN | 381459362 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (William Beaumont Hospital)
Sponsor-wide plan assets over time
- Latest sponsor-wide plan assets
- $4.4B 27.224504817971855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 42,362 | $3.4B |
| 2023 | 2 | 41,569 | $4.0B |
| 2024 | 2 | 41,313 | $4.4B |
Nearby Other Plans in Michigan
Peer Other plans, same state, same plan type, ranked by total assets.
- Fca US LLC Salaried Employees' Savings Plan $4.8B · 16,630
- Fca US LLC UAW Savings Plan $4.7B · 49,473
- Henry Ford Health System Heritage 403(b) Plan $1.3B · 15,298
- Bronson Healthcare Group, Inc. 403(b) Tax Sheltered Matching Plan $1.0B · 8,357
- Midmichigan Health 403b Savings Plan $665M · 6,800
Scale composition for Beaumont Health 403(b) Retirement Savings Plan
Beaumont Health 403(b) Retirement Savings Plan reports $2.6B in end-of-year assets across 33,717 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.036% of 93,925,755 covered participants) - about $77,967 per participant (56% of the national average assets-per-participant) . Net income for plan year 2023 was $393M.
This plan identity (EIN 381459362, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.2B to $3.0B (+32.7%) while covered participants moved from 33,585 to 34,160 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 33,585 | $2.2B | Open filing |
| 2023 | 33,717 | $2.6B | This page |
| 2024 · index core | 34,160 | $3.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Beaumont Health 403(b) Retirement Savings Plan (Other, $3.0B, 34,160 participants)
- William Beaumont Hospital Employees' Retirement Plan (Defined Benefit (Pension), $1.4B, 7,153 participants)
Beaumont Health 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Michigan, the nearest Other by assets is The Johns Hopkins University Applied Physics Laboratory Pension Plan B in MD ($2.7B); by covered participants it is Nyu Langone Health 403(b) Plan in NY (33,011 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.6B here).
- The Johns Hopkins University Applied Physics Laboratory Pension Plan B (MD) $2.7B · 9,305
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund (DC) $2.6B · 431,907
- Carnegie Mellon University Faculty and Staff Retirement Plan (PA) $2.5B · 6,370
- Boston University Retirement Plan (MA) $2.8B · 8,130
Similar participant headcount
Nearest other-state filings by covered participants (33,717 participants); asset peers above are excluded.
- Nyu Langone Health 403(b) Plan (NY) 33,011 · 706 off
- Ochsner Clinic Foundation 403(b) Plan (LA) 32,372 · 1,345 off
- Medstar Health, Inc. Retirement Savings Plan (MD) 31,642 · 2,075 off
- National Plus Plan (RI) 35,858 · 2,141 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.